W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$802M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$156M
3
+$134M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$89.3M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$63.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.44%
2 Financials 0.9%
3 Healthcare 0.77%
4 Industrials 0.56%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$24K ﹤0.01%
+801
402
$24K ﹤0.01%
+278
403
$24K ﹤0.01%
+221
404
$23K ﹤0.01%
+387
405
$23K ﹤0.01%
+262
406
$23K ﹤0.01%
+412
407
$23K ﹤0.01%
+369
408
$23K ﹤0.01%
+582
409
$23K ﹤0.01%
+458
410
$23K ﹤0.01%
+410
411
$22K ﹤0.01%
+541
412
$22K ﹤0.01%
+728
413
$22K ﹤0.01%
+412
414
$22K ﹤0.01%
+659
415
$22K ﹤0.01%
+776
416
$22K ﹤0.01%
+433
417
$22K ﹤0.01%
+4,270
418
$22K ﹤0.01%
+402
419
$22K ﹤0.01%
+594
420
$22K ﹤0.01%
+4
421
$21K ﹤0.01%
+735
422
$21K ﹤0.01%
+310
423
$21K ﹤0.01%
+275
424
$21K ﹤0.01%
+480
425
$21K ﹤0.01%
+332
15 16
17
18 19